All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,DGRO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Fri 2024-09-27 YTD
Return
TRR
Price
SCHD
×
+8.64%
2024-09-27
2.771 TRR
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+14.71%
2024-09-27
2.432 TRR
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
SCHD
×
+87.29%
+6.28%/yr
+6.70%/yr
(R2=0.847)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+143.18%
+9.02%/yr
+8.76%/yr
(R2=0.916)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2024-09-27 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$18,728.61
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$24,318.00
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD DGRO
2024 (YTD) +8.64% +14.71%
2023 −1.30% +6.90%
2022 −11.20% −13.51%
2021 +18.92% +18.32%
2020 +10.63% +8.04%
2019 +21.85% +26.94%
2018 −9.08% −4.20%
2017 +16.10% +20.46%
2016 +11.83% +12.86%
2015 −2.99% −1.42%
2014 +8.88% +10.05%
2013 +28.58%
2012 +7.43%
2011 +5.39%

Drawdowns

Thu 2014-06-12? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.80% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund